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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$422M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$308M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$242M
4
CIA
Choate Investment Advisors
Massachusetts
+$96.1M
5
US Bancorp
US Bancorp
Minnesota
+$58.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$582M
2
Bank of America
Bank of America
North Carolina
-$332M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$109M
4
BlackRock
BlackRock
New York
-$94M
5
Morgan Stanley
Morgan Stanley
New York
-$71.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
726
Glassman Wealth Services
Virginia
$869K – – –
WPWM
727
Windward Private Wealth Management
Kansas
$869K – – –
BAM
728
BTS Asset Management
Massachusetts
$868K +$47.8K +444 +6%
SFS
729
Sowell Financial Services
Arkansas
$862K -$3.4M -31,515 -80%
AG
730
Ascent Group
Virginia
$861K -$4.31K -40 -0.5%
PTC
731
Private Trust Company
Ohio
$861K +$1.08K +10 +0.1%
CFG
732
Cooper Financial Group
California
$860K +$263K +2,440 +44%
KP
733
Keel Point
Alabama
$849K +$142K +1,314 +20%
LSA
734
Lion Street Advisors
Texas
$848K +$848K +7,875 New
Balyasny Asset Management
735
Balyasny Asset Management
Illinois
$843K +$843K +7,822 New
DI
736
Diligent Investors
California
$842K +$3.23K +30 +0.4%
COCM
737
Charter Oak Capital Management
New Hampshire
$841K -$53.9K -500 -6%
MFG
738
Midwest Financial Group
Kansas
$841K +$841K +7,805 New
GAM
739
GEM Asset Management
Michigan
$830K +$3.56K +33 +0.4%
BW
740
BIP Wealth
Georgia
$829K +$829K +7,692 New
ODG
741
O'Dell Group
Ohio
$821K +$108K +1,003 +15%
FA
742
Fiducient Advisors
Illinois
$812K +$812K +7,537 New
PFG
743
PAX Financial Group
Texas
$811K -$19.3K -179 -2%
FFS
744
Founders Financial Securities
Maryland
$811K -$80.6K -748 -9%
EWM
745
Executive Wealth Management
Michigan
$809K +$3.45K +32 +0.4%
CCG
746
Chatham Capital Group
Georgia
$803K -$26.9K -250 -3%
LW
747
Linscomb Wealth
Texas
$802K -$111K -1,029 -12%
FDDB
748
Fidelity D&D Bancorp
Pennsylvania
$801K +$801K +7,446 New
LP
749
LGL Partners
Pennsylvania
$801K +$2.37K +22 +0.3%
MPCG
750
Matrix Private Capital Group
New York
$799K -$31.7K -294 -4%
28 29
30
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